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| Tandem Investment Partners LLC
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|---|---|
| CRD # | 172309 |
| SEC # | 801-121703 |
| CIK # | 0001542867, 0002056333 |
| AUM | 200.2 M (2026-02-09) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 609-452-2100 |
| Address | 3 Third Street Bordentown, NJ 08505 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.5 | ||
| Microsoft Corp | 2.4 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Johnson & Johnson | 1.2 | ||
| Nvidia Corp | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 155 | 63.0 |
| (b) Individuals (high net worth individuals) | 36 | 129.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 7.4 |
| (n) Other | 0 | 0.0 |
| Total | 474 | 200.2 |
| By Discretionary | ||
| Discretionary | 474 | 200.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 474 | 200.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.2 | |
| Total | 474 | 200.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001542867] | |
| 13F-HR | [0002056333] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Blue Capital Inc
✚
|
NE | 200.8 M |
|
Calculated Wealth LLC
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|
WI | 200.8 M |
|
Farrell Financial LLC
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|
NY | 200.6 M |
|
Harvest Investment Advisors LLC
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200.3 M | |
|
Weingarten Associates LLC
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NJ | 200.3 M |
|
AMG Asset Management Group Inc
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|
GA | 200.1 M |
|
Newbore Wealth Management Inc
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|
OR | 200.0 M |
|
Flagship Capital Management Inc
✚
|
PA | 199.9 M |
|
Planning Works Advisory Inc
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|
TX | 199.8 M |
|
Kapusta Financial Group Inc
✚
|
PA | 199.6 M |